BARON OPPORTUNITY FUND - Baron
Shareclass
BARON OPPORTUNITY FUND (BIOPX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund BARON OPPORTUNITY FUND - Baron
FUND COVERAGE
# of holdings33
% of assets81%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc1.81%$32.2M
- 2. Microsoft Corp6.9%$122.84M
- 3. Atlassian Corp1.31%$23.41M
- 4. On Holding AG1%$17.76M
- 5. ServiceNow Inc1.04%$18.46M
- 6. Meta Platforms Inc4.06%$72.28M
- 7. Visa Inc1.97%$35M
- 8. Cloudflare Inc1.17%$20.82M
- 9. Intuitive Surgical Inc1.31%$23.28M
- 10. Argenx SE2.21%$39.41M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc1.67%$29.65M
- 2. Snowflake Inc1.47%$26.13M
- 3. DraftKings Inc1.06%$18.88M
- 4. Nova Ltd1.05%$18.72M
- 5. Zscaler Inc1.04%$18.56M
- 6. Broadcom Inc6.42%$114.28M
- 7. Guidewire Software Inc1.36%$24.14M
- 8. Quanta Services Inc0.59%$10.55M
- 9. Synopsys Inc0.5%$8.92M
- 10. Datadog Inc0.92%$16.45M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund BARON OPPORTUNITY FUND - Baron
Totals
Holdings
Assets
Weight
Prisons
3.0
$252.05M
14%
Prisons high risk
1.0
$17.15M
0.96%
Private prisons
0.0
$0
0%
Borders
3.0
$252.05M
14%
Borders high risk
1.0
$17.15M
0.96%
Total
3.0
$252.05M
14%
Holdings — 3 flagged holdings
1.
Microsoft Corp
:$122.84M
6.9%
2.
Amazon.com Inc
:$112.06M
6.29%
3.
Axon Enterprise Inc
:$17.15M
0.96%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
BARON OPPORTUNITY FUND - Baron BIOPX
Environment
Social
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